Private Ocean’s Zions Bancorporation ZION Stock Holding History

Private Ocean’s Portfolio ZION Stock Details ZION Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-164	Closed	-$9K	–	642
2021 Q2	$9K	Hold	164	–	–	﹤0.01%	418
2021 Q1	$9K	Hold	164	–	–	﹤0.01%	447
2020 Q4	$7K	Hold	164	–	–	﹤0.01%	410
2020 Q3	$5K	Hold	164	–	–	﹤0.01%	438
2020 Q2	$5K	Hold	164	–	–	﹤0.01%	407
2020 Q1	$4K	Hold	164	–	–	﹤0.01%	456
2019 Q4	$9K	Hold	164	–	–	﹤0.01%	397
2019 Q3	$8K	Hold	164	–	–	﹤0.01%	440
2019 Q2	$7K	Buy	+164	New	+$7.59K	﹤0.01%	368

Other funds holding ZION

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Private Ocean's ZION Position: Q3 2021 in Review

Private Ocean sold out of Zions Bancorporation (ZION) in Q3 2021, closing a stake of 164 shares — an estimated $9K sold.

Private Ocean first reported a position in ZION in Q2 2019 and held it in 9 quarters. The position peaked at $9K in Q2 2021. 443 funds tracked by Wall St. Rank hold ZION as of Q3 2021.

Private Ocean reported no remaining Zions Bancorporation position as of Q3 2021 after selling out during the quarter.
Private Ocean sold 164 Zions Bancorporation shares in Q3 2021, an estimated $9K.
Private Ocean first reported a position in Zions Bancorporation in Q2 2019 and held it in 9 quarters.
Private Ocean's Zions Bancorporation position peaked at $9K in Q2 2021.
443 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2021.

Based on Private Ocean's 13F filing for Q3 2021, filed 9 Nov 2021.